Anic Equity¶
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Total return since start: 0.574 %¶
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Equity now: -----------------------------> 48077.52 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46682.62 Kr¶
PnL: ---------------------------------------> -205.95 Kr¶
DD now: ---------------------------------> -1.136 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-18 16:16:33.731696'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| HEBA B | 70 | -0.730000 | 2849.000000 | 213.000000 | 8.080000 | 2636.000010 |
| Beijer Electronics Group | 26 | 1.010000 | 3135.600000 | 164.600000 | 5.540000 | 2971.000006 |
| Corem Property Group B | 59 | -1.160000 | 654.900000 | 77.900000 | 13.500000 | 576.999999 |
| Boozt | 12 | 1.480000 | 1731.600000 | 77.600000 | 4.690000 | 1653.999996 |
| Samhällsbyggnadsbo. i Norden B | 20 | -0.550000 | 431.600000 | 76.600000 | 21.580000 | 355.000000 |
| HMS Networks | 2 | 0.610000 | 724.000000 | 51.000000 | 7.580000 | 673.000000 |
| OEM International B | 7 | 2.270000 | 568.400000 | 40.400000 | 7.650000 | 527.999997 |
| Intrum | 4 | 2.120000 | 557.800000 | 30.800000 | 5.840000 | 527.000000 |
| Eastnine | 4 | 3.160000 | 521.600000 | 30.600000 | 6.230000 | 491.000000 |
| Norva24 Group | 16 | 4.840000 | 568.320000 | 25.320000 | 4.660000 | 543.000000 |
| FM Mattsson Mora Group B | 50 | -0.670000 | 2950.000000 | 23.000000 | 0.790000 | 2927.000000 |
| SAAB B | 8 | 0.120000 | 3398.400000 | 21.400000 | 0.630000 | 3377.000000 |
| Coor Service Management Hold. | 8 | 1.020000 | 552.400000 | 20.400000 | 3.830000 | 532.000000 |
| MedCap | 2 | -0.910000 | 436.000000 | 15.000000 | 3.560000 | 421.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -0.180000 | 576.450000 | 14.450000 | 2.570000 | 562.000005 |
| Samhällsbyggnadsbo. i Norden D | 12 | 0.000000 | 259.680000 | 13.680000 | 5.560000 | 246.000000 |
| AcadeMedia | 12 | 1.280000 | 567.840000 | 10.840000 | 1.950000 | 557.000004 |
| Resurs Holding | 22 | 0.650000 | 582.340000 | 8.340000 | 1.450000 | 573.999998 |
| Securitas B | 6 | 1.330000 | 576.960000 | 6.960000 | 1.220000 | 570.000000 |
| Karnov Group | 9 | -1.150000 | 541.800000 | 5.800000 | 1.080000 | 536.000004 |
| CTEK | 13 | 3.160000 | 539.370000 | 5.370000 | 1.010000 | 533.999999 |
| Creaspac SPAC | 6 | 0.520000 | 581.400000 | 4.400000 | 0.760000 | 577.000002 |
| Swedbank A | 3 | 1.420000 | 567.000000 | 3.000000 | 0.530000 | 564.000000 |
| Essity B | 2 | -1.520000 | 571.200000 | -2.800000 | -0.490000 | 574.000000 |
| Handelsbanken A | 5 | -0.180000 | 543.000000 | -3.000000 | -0.550000 | 546.000000 |
| Midsona B | 63 | -0.650000 | 579.600000 | -3.400000 | -0.580000 | 582.999984 |
| Essity A | 4 | -1.890000 | 1144.000000 | -5.000000 | -0.440000 | 1149.000000 |
| Nordea Bank Abp | 29 | -0.130000 | 3444.620000 | -9.380000 | -0.270000 | 3453.999992 |
| International Petroleum Corp. | 5 | 2.670000 | 557.500000 | -37.070000 | -6.230000 | 594.565215 |
| Vivesto | 1368 | 1.710000 | 568.540000 | -44.460000 | -7.250000 | 612.999432 |
| Sampo Oyj SDB | 7 | -0.930000 | 3745.000000 | -105.000000 | -2.730000 | 3850.000000 |
| Axfood | 13 | 1.160000 | 3629.600000 | -126.400000 | -3.370000 | 3756.000001 |
| OX2 | 18 | 1.010000 | 1529.100000 | -134.900000 | -8.110000 | 1663.999992 |
| Ovzon | 52 | 4.420000 | 3068.000000 | -294.000000 | -8.740000 | 3361.999992 |
| Fasadgruppen Group | 35 | -0.810000 | 3430.000000 | -381.000000 | -10.000000 | 3810.999990 |
| TOTAL | 46682.620000 | -205.950000 | -1.13587% | 46888.564618 |
Updated:¶
'2023-01-18 16:16:46.292770'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
